SDRCX Mutual Fund

SDRCX Mutual Fund (Swan Defined Risk Fund Class C) is managed by Swan Capital Management with $31.3M in net assets. SDRCX expense ratio is 2.25%, holding 17 positions across sectors including Financials, Information Technology, Consumer Discretionary. Inception date: 2012-10-18.

SDRCX performance shows a YTD return of 4.13%. The 1-year return is 10.75% and the 5-year return is 4.97%. SDRCX dividend yield stands at 10.84%, paid annually.

SDRCX top holdings include Ishares Core S&p 500 ETF (59.4%), Technology Select Sector Spdr (14.0%), Financial Select Sector Spdr F (4.0%), Consumer Discretionary Select (3.1%), Health Care Select Sector (3.1%). Go to all SDRCX holdings, SDRCX sectors, or SDRCX dividends.

SDRCX can be compared against other funds. Use SDRCX overlap to find shared positions, or SDRCX vs another fund for a side-by-side view. SDRCX alternatives are available via the screener, along with tax-loss harvesting opportunities.